Intern for Transitional Home ProgramAt — Homeless Intervention Services of Orange County (HIS OC)

Intake Coordinator/Admin Assistant 

Tasks:

• Assist with client intake and screening, including collecting, verifying, and documenting client information in data systems while maintaining confidentiality and ethical standards.
• Support case managers with administrative and program-related tasks, such as preparing client files, organizing documentation, tracking referrals, and assisting with service coordination.
• Conduct outreach and follow-up calls with clients to confirm appointments, gather missing information, and provide updates related to services and referrals.
• Assist in resource navigation, including researching community resources, housing options, and public benefits to support client stability and self-sufficiency.
• Participate in job shadowing and guided practice with intake coordinators and case managers to observe assessment, documentation, and service coordination processes.
• Support data entry, reporting, and record maintenance to ensure accuracy and compliance with program requirements.
• Attend and participate in staff meetings, trainings, and supervision, contributing to discussions and learning about program operations and best practices.
• Apply trauma-informed, culturally responsive, and client-centered approaches when interacting with clients, staff, and community partners.
• Assist with quality assurance tasks, such as file reviews, checklist completion, and ensuring required documentation is complete and timely.
• Maintain professional communication through phone calls, emails, and in-person interactions with clients and community partners.

Training:

• Students will receive an initial general orientation that includes an overview of the organization, programs, policies, confidentiality, and expectations. They will receive hands-on training through job shadowing with the intake coordinator and case managers to learn daily tasks and workflows.
• Ongoing support will be provided through regular check-ins and one-on-one mentorship to review responsibilities, ask questions, and connect learning to practice. Students will also receive task-specific training, written guides, and work samples to support data entry, intake processes, and administrative duties. Training will be reinforced through observation, guided practice, and feedback.

Learning Outcomes:

• Develop Intake & Assessment Skills
  Learn how to conduct client intakes by gathering, verifying, and documenting client information accurately while maintaining confidentiality and professionalism.
• Understand Case Management Support Functions
  Gain hands-on experience supporting case managers through administrative tasks such as file organization, data entry, scheduling, and preparing documentation for services and referrals.
• Build Knowledge of Community Resources & Benefits Systems
  Learn how to identify, track, and connect clients to community resources, housing programs, and public benefits that support stability and self-sufficiency.
• Strengthen Professional Communication Skills
  Practice effective communication with clients, staff, and community partners through phone calls, emails, and in-person interactions using trauma-informed and culturally responsive approaches.
• Learn Program Operations & Compliance Standards
  Gain an understanding of nonprofit program operations, data tracking requirements, and compliance standards related to client services, confidentiality, and documentation.